See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,405 | $148,978+15.7% | $200,582-14.0% | $84,808+103.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 23.71% | 28.16%-4.5pp | 42.33%-18.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $7,512 | $4,815+56.0% | $6,419+17.0% | $2,631+185.5% |
| Participant deferral / active EE | $26,249 | $7,142+267.5% | $9,331+181.3% | $4,212+523.3% |
| Admin fee / account holder | $6,335 | $13,977-54.7% | $16,305-61.1% | $7,344-13.7% |